Allocator Solutions, LLC

RIASEC Registered

Total AUM

$514M

Discretionary

$514M

100% of AUM

Avg account

$171M

Accounts

3

Employees

1

Advisory reps

1

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 337300
Registered since: July 8, 2025
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BOFA SECURITIES, INC., JULIUS BAER SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Charitable Organizations55.74%
Corporations / Businesses44.23%
Pooled Investment Vehicles0.03%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Allocator Solutions, LLC is an institutional registered investment adviser that provides portfolio management for both businesses/institutions and individuals or small businesses. The firm operates on a percentage-of-AUM fee model and is SEC-registered as of 2025. Its client base is geared toward institutional relationships, and its filings indicate the firm is not positioning itself as an ESG-focused allocator, a pension consultant, or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds58%
Exchange Traded Equities18%
Investment Grade Corp Bonds10%
US Government Bonds6%
Cash & Cash Equivalents6%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: Saint Louis
Address: 8301 Maryland Ave
Time zone: CT (UTC-6)
Office locations

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